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Using PreciseFP to Fill and E-Sign SSG/Pershing Forms

We invite you to view this short video so you [...]

By SSG Institutional|January 15th, 2021|Marketing|

Silver’s Advisor Harmony Pilot Program to Provide Open Digital Wealth Platform for Shareholders Service Group (SSG)

NEW YORK, October 28, 2019 (Newswire) -Silver Wealth Technologies, a [...]

By SSG Institutional|October 28th, 2019|Marketing|

Shareholders Service Group (SSG) and Blueleaf announce partnership to deliver automated reporting and communication platform to RIAs

June 24, 2019. San Diego, CA and Boston, MA - [...]

By SSG Institutional|June 26th, 2019|Marketing|

Shareholders Service Group and Portfolio Pathway announce a new partnership to deliver cloud-based portfolio reporting suite

February 12, 2019. San Diego, CA and Chicago, IL - [...]

By SSG Institutional|February 12th, 2019|Marketing|

Shareholders Service Group (SSG) and Russell Investments announce partnership to deliver practice management expertise to RIAs

~ Russell Investments to be National Sponsor at the SSG [...]

By SSG Institutional|December 3rd, 2018|Marketing|

SSG Conference- The annual SSG Conference is a must attend event.

View the details at www.ssgconference.com.  

By SSG Institutional|June 21st, 2018|Marketing|

Shareholders Service Group (SSG) is on YouTube!

Check out the latest SSG videos on our YouTube Channel! [...]

By SSG Institutional|June 21st, 2018|Marketing|

Don’t Pay The Ransom- Dan Skiles Column in the September Issue of IA Magazine

Be sure to read Dan Skiles latest column in the [...]

By SSG Institutional|September 21st, 2015|Marketing|

Wealthminder – Attend Our Webinar on Tuesday, 9/22 at 1:15 pm PDT

Introducing Wealthminder, a cost-effective practice management and client communication tool. [...]

By SSG Institutional|September 18th, 2015|Marketing|

Why SSG?

Shareholders Service Group (SSG) specializes in meeting the unique investment [...]

By SSG Institutional|August 20th, 2015|Marketing|
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About SSG

SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.

Contact Us

9845 Erma Road, Suite 312
San Diego, CA 92131

Phone: (800) 380.7370 or (858) 530.1031
Fax: (858) 530.1820
Email: info@ssginstitutional.com

Customer Relationship Summary

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